Principal Announces Spousal Disability Insurance Discounts Currently Discounted Clients

Jamie Announcements

Attention current Principal disability insurance discounted clients: If you have a spouse interested in individual disability insurance and you currently have a Principal discounted policy, your spouse is eligible for a 10% discount. Your spouse can be of any occupation and any employer. This is considered an affiliation discount. These discounts are permanent and apply to any future increase.   …

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Disability Insurance for Executives: Classification Matters

Jamie Client Stories

When it comes to disability insurance for executives, working with an experienced broker can make a significant difference. It all comes down to occupational class. An experienced broker can help guide you to determine the correct occupational class which is the biggest determinant of premium. Today I had a call from a business owner (we will call him Mr. Richards) …

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Disability Insurance: Should Married Couples Buy the Same Policy?

Jamie Articles

Clients often ask me if they should purchase the same disability policy as their spouse. The answer is no. Disability insurance should be looked at individually.  Furthermore, there are no available discounts if both spouses purchase coverage from the same company. It is best to each purchase the best policy for each individual. Rates are dependent on various factors which …

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Should you purchase more than one term insurance policy?

Jamie Articles

When purchasing life insurance, sometimes it makes sense to purchase more than one policy. For example, I recently worked with some clients who came in. They were married and had 3 children. They had twins that were 6 and another child that was 2.  We determined that both parents, aged 35, needed $2mil of life insurance. They were concerned if …

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Disability Insurance Discounts | Rutland Regional Medical Center

Jamie discounts

Set for Life Insurance is proud to announce discounts available at Rutland Regional Medical Center in Vermont. Discounts are available to all physicians, employees, executives, CRNAs and any affiliated employee. To receive the discounted rate, applications must be submitted to Set for Life Insurance while employed by Rutland Regional Medical Center. Policies are subject to medical underwriting. For more information, …

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